FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,797
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$10.5M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$8.46M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$6.8M

Top Sells

1
+$12.4M
2
+$5.14M
3
+$3.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.75M

Sector Composition

1 Technology 11.88%
2 Financials 4.37%
3 Healthcare 3.71%
4 Consumer Discretionary 3.06%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3426
$72 ﹤0.01%
27
3427
$70 ﹤0.01%
13
-110
3428
$70 ﹤0.01%
5
-2
3429
$69 ﹤0.01%
+2
3430
$69 ﹤0.01%
14
3431
$68 ﹤0.01%
6
3432
$68 ﹤0.01%
2
3433
$68 ﹤0.01%
5
-5
3434
$67 ﹤0.01%
+8
3435
$67 ﹤0.01%
1
3436
$67 ﹤0.01%
+2
3437
$67 ﹤0.01%
36
-59
3438
$66 ﹤0.01%
2
-2,058
3439
$66 ﹤0.01%
+4
3440
$66 ﹤0.01%
1
3441
$65 ﹤0.01%
1
3442
$64 ﹤0.01%
18
+16
3443
$64 ﹤0.01%
55
3444
$63 ﹤0.01%
2
-2
3445
$62 ﹤0.01%
1
3446
$61 ﹤0.01%
15
3447
$60 ﹤0.01%
9
-27
3448
$59 ﹤0.01%
+2
3449
$58 ﹤0.01%
13
3450
$58 ﹤0.01%
2
-3
136 137
138
139 140